by Boston Financial Management | Mar 14, 2018 | BFM Insights, Whitepapers
 by Amy F. Sahler, Director of Fiduciary Services One of the most important decisions in creating an estate plan is choosing a trustee – either an independent professional or an individual to perform the critical role of managing your trust assets and...
by Boston Financial Management | May 31, 2017 | Financial Pages
 Brad Weafer, CFA, Chief Investment Officer Upcoming tax policy changes should have a positive impact on corporate profits. Investor and media attention remains focused on the policy agenda in Washington. The recent difficulty in attempting to change the Affordable...